Overview
This course works you through the standard Conveyancing workflow within Proclaim, covering how to progress a case and submit SDLT.
Agenda:
Creating a conveyancing case and inputting data
Using the Progress Screens to manage the conveyancing case
Working with searches
Land Registry Business Gateway
Adding mortgage lender and account details
Recording title information and producing a report to the client
Production of the Transfer and Completion Information forms
Working with the Leasehold information screens
Working with the Completion Diary
Online SDLT submissions
Land Registry formalities
Closing the file
All courses can be tailored to suit individual requirements if necessary. Please contact the training department to discuss your needs in more detail.
Prerequisites
Prior to taking this course, delegates must have completed the Proclaim User Level 1 course or have a good working knowledge of the Proclaim Desktop.
How to book this training
You can use your FlexPoints to book from our Services Catalogue or reach out to your Account Manager who will be able to assist with your request.